Contact Information

Please contact us with any questions. If you are not yet a client, we can provide you with a complimentary initial consultation or a second opinion on what you are currently doing.

John Willett, Co-Founder –
Jay Douglas, Partner, Chief Investment Strategist –
Ted Athans, Partner, Managing Principal –
Leslie Wiberg, Partner, Managing Director –
Theresa Hays, Investment Operations Manager –
Christie Greenfield, Client Services Manager –
Tracy Wu - Financial Planning Services Manager –
Sarah Trejo - Client Services Manager -


Toll-free for all offices: 888-491-4410
Local number for Long Beach: 562-491-4410
Local number for San Luis Obispo: 805-543-2365
Local number for Cambria: 805-927-5070
Local number for Inland Empire: 909-566-0900
Local number for Santa Rosa: 707-968-7237



Long Beach
111 W. Ocean Blvd., Suite 1120
Long Beach, CA 90802
Driving Directions

San Luis Obispo
778 Osos Street, Suite B
San Luis Obispo, CA 93401
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Orange County
One Park Plaza, Suite 600
Irvine, CA 92614
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Chino Hills/Chino Valley
15338 Central Ave.
Chino, CA  91710
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5055 Canyon Crest Drive
Riverside, CA  92507
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Santa Rosa
1550 Airport Boulevard, Suite 205
Santa Rosa, CA 95403 
Driving Directions